Filed June 19, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,491 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,956 | $34,220+233.0% | $73,843+54.3% | $59,188+92.5% |
| Participation rate | 95.5% | 59.1%+36.4pp | 73.4%+22.1pp | 69.4%+26.1pp |
| Annual return | 1.22% | 3.36%-2.1pp | 2267.84%-2266.6pp | 5.51%-4.3pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $6,981 | $2,035+243.0% | $3,583+94.8% | $3,265+113.8% |
| Admin fee / account holder | $3 | $64-95.8% | $4,880-99.9% | $92-97.1% |